Insights

Strategic Growth HC Financial Advisors joined The Mather Group in 2022 and operates within a larger, highly regarded fiduciary firm. This indicates a potential cross-sell opportunity for TM G services such as expanded wealth management, tax planning, and comprehensive financial planning offerings to HC’s client base.

High Growth Momentum Recent Wall Street Journal recognition for comprehensive wealth management and multiple high-profile partnerships suggest accelerated growth and scale. This creates a chance to offer enhanced platform capabilities, advanced analytics, and scalable investment solutions to support their expansion.

Technology Footprint HC and TM G leverage a modern tech stack (iCIMS, AWS, Drupal/Joomla, Shopify, WP Engine, Smartsheet, Box) which signals openness to digital tooling, data integration, and secure workflows. Sales opportunities exist for CRM optimization, client portal enhancements, and data analytics partnerships.

Partner Ecosystem TM G has a growing partner network with firms like Sebold Capital, Napa Wealth Management, and Hogan-Knotts Financial Group. This environment is conducive to introducing additional advisory services, transition support, and co-branded offerings to broaden client touchpoints.

Financial Scale With HC’s lean staffing and TM G’s substantial revenue and assets under management, there is potential to upsell advanced planning, tax strategy, and fiduciary oversight services, as well as access to larger institutional-grade tools and research resources to attract and retain UHNW clients.

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HC Financial Advisors, Inc. Tech Stack

HC Financial Advisors, Inc. uses 8 technology products and services including iCIMS, Amazon Web Services, Drupal, and more. Explore HC Financial Advisors, Inc.'s tech stack below.

iCIMS
Applicant Tracking Systems
Amazon Web Services
Cloud Hosting
Drupal
Content Management System
Joomla
Content Management System
Shopify
E-commerce
WP Engine
Platform As A Service
Smartsheet
Project Management
Box
Team Collaboration

Media & News

HC Financial Advisors, Inc.'s Email Address Formats

HC Financial Advisors, Inc. uses at least 4 email formats:

HC Financial Advisors, Inc. Email Formats	Example	Percentage
FLast@hcfinancial.com	JDoe@hcfinancial.com	83%
First@hcfinancial.com	John@hcfinancial.com	17%
F.Last@themathergroup.com	J.Doe@themathergroup.com	99%
First.Last@themathergroup.com	John.Doe@themathergroup.com	1%

Frequently Asked Questions

What is HC Financial Advisors, Inc.'s phone number?

You can contact HC Financial Advisors, Inc.'s main corporate office by phone at

+1-925-299-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is HC Financial Advisors, Inc.'s official website and social media links?

HC Financial Advisors, Inc.'s official website is themathergroup.com and has social profiles on LinkedIn.

How much revenue does HC Financial Advisors, Inc. generate?

As of September 2026, HC Financial Advisors, Inc.'s annual revenue is estimated to be $1M - $10M.

What is HC Financial Advisors, Inc.'s NAICS code?

HC Financial Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does HC Financial Advisors, Inc. have currently?

As of September 2026, HC Financial Advisors, Inc. has approximately 5 employees across 2 continents, including North America and Asia. Key team members include Operations Manager: D. C. and Financial Advisor: A. H. Explore HC Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does HC Financial Advisors, Inc. belong to?

HC Financial Advisors, Inc. operates in the Financial Services industry.

What technology does HC Financial Advisors, Inc. use?

HC Financial Advisors, Inc.'s tech stack includes iCIMS, Amazon Web Services, Drupal, Joomla, Shopify, WP Engine, Smartsheet and Box.

What is HC Financial Advisors, Inc.'s email format?

HC Financial Advisors, Inc.'s email format typically follows the pattern of FLast@hcfinancial.com. Find more HC Financial Advisors, Inc. email formats with LeadIQ.

When was HC Financial Advisors, Inc. founded?

HC Financial Advisors, Inc. was founded in 1985.

HC Financial Advisors, Inc.

Q: How many employees does HC Financial Advisors, Inc. have currently?

HC Financial Advisors, Inc. has approximately 5 employees.

Q: What technology does HC Financial Advisors, Inc. use?

HC Financial Advisors, Inc.'s tech stack includes Junxure, Salesforce Marketing Cloud Account Engagement, Google, Joomla, Priority Hints.

Q: What is HC Financial Advisors, Inc.'s NAICS code?

HC Financial Advisors, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

HC Financial Advisors, Inc. operates in the financial services sector and is based in Lafayette, California. On August 8, 2022, HC Financial Advisors joined The Mather Group, LLC, becoming part of a national fee-only fiduciary registered investment adviser. The Mather Group provides tax, legal, investment, and comprehensive financial planning services with a commitment to transparency, and it shares the same core values and investment philosophy that have underpinned HC Financial's practice.

Through this affiliation, HC Financial Advisors sits within a broader platform that emphasizes fiduciary responsibility and high-touch client service in wealth management. Under The Mather Group, HC participates in a network of advisory practices focused on transparent, comprehensive financial guidance.